✅ 1. Expectations of Federal Reserve Policy Easing🏦 Potential Start of a Rate-Cutting CycleMarkets are increasingly pricing in the possibility that the Federal Reserve will begin cutting interest rates in the second half of 2025. This creates a favorable environment for growth stocks, especially tech, as lower discount rates boost future cash flow valuations, leading to upward pressure on stock prices. 📉 Signs of Inflation StabilizationInflation indicators such as the March CPI and PPI came...